AWM
Activest Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1414 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1414 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1177 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 756 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 691 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 456 |
|
|
2023
Q1 | – | Sell |
-715
| Closed | -$59.2K | – | 555 |
|
|
2022
Q4 | $59.2K | Hold |
715
| – | – | 0.02% | 171 |
|
|
2022
Q3 | $53K | Buy |
+715
| New | +$53K | 0.02% | 175 |
|
|
2022
Q1 | – | Sell |
-510
| Closed | -$49K | – | 379 |
|
|
2021
Q4 | $49K | Buy |
+510
| New | +$49K | 0.03% | 108 |
|